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IRS Clarifies IRA Rollover Limits

IRS Clarifies IRA Rollover Limitation _ On Wall Street

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Alternatives Becoming Mainstream

The Mainstreaming Of Alternative Investments

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Engender Trust For Your Business

Best practices for earning trust for your business from Apptivo

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The APS Program

If your business client employs 11 or more full time employees, it is time to seriously consider allowing us to help you position your clients’ businesses in a way that will maximize their tax mitigation and bring more money to the bottom line and into their own pockets.  It all starts with a short & simple Feasibility Questionnaire.  We’ll teach […]

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How Financial Professionals Are Adapting

Financial Professionals are quickly realizing that it’s all about shifting realities and being current. That is why Synergy Financial & Consulting Group is on the cutting edge of strategies and systems which present real solutions to business owners and consumers; high net worth as well as ‘head of household’ individuals and families.  Whether an insurance agent, CFP, CPA, Tax Attorney or Business Advisor, you […]

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